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Business Features

Agent Capabilities

Integration between EFCX Connector and Salesforce. 

This embedded EFCX Connector runs inside the Salesforce CRM Web UI  and enables agent/call controls within Salesforce allowing agents to use the same CRM agent interface for all call and chat handling and transfer. The EFCX Connector has the following feature set

Login to Agent Desk in Salesforce CRM

  • An agent can be logged in by entering agent credentials and then pressing the ‘Login’ button from the login screen.

Agent Login.jpg


Post Login Interface in CRM

  • After entering the credentials, the agent can see the Dashboard.

Post Login.jpg

Dashboard (Post Login) Screen

State Change

Enables agents to change their states globally and MRD-wise.

Global State

Global states are the high-level states that serve as the basis for setting MRD states. The state change on this level affects state changes on all assigned MRDs.

Change Global state to Ready or Not-Ready

  • After logging in, an agent may change global state to Ready or Not-Ready.

  • During Wrap-up, an agent may change global state to Ready or Not-Ready.

  • Available controls for agent state are displayed when the bottom-facing arrow button is pressed.


Agent State

State Timer

  • Agents can also see the real-time timer going on to count how much time the agent remains in a state (Ready, Not Ready). This state timer is reset every time the global state is changed.


State time

MRD States

MRD states are specifically for a particular MRD. Once agents set themselves as Ready, or Not Ready on a specified MRD, they make themselves available or not available to take requests from that particular MRD.

Change CX Voice State to Ready or Not-Ready

  • After logging in, an agent may change the CX Voice state to Ready or Not-Ready. On Ready state, he can be able to make inbound and outbound dialogs.


MRD States

Change Chat State to Ready or Not-Ready

  • After logging in, an agent may change the Chat state to Ready or Not-Ready. On Ready state, he can be able to make inbound and outbound conversation.


Change state to Ready/Not-Ready


  • To logout, agent may select one of the logout reason that are displayed in the "Logout" section when he clicks on “Logout“ option. The agent will be logged-out with the respective reason.



Accept a Conversation

Enables agents to receive a conversation from queues, handle an ongoing conversation, link customer profiles, view conversation history, view active channels, and view conversation data.

Inbound Chat Notification

  • Once an agent receives a new request, it is assigned to an agent, and the agent is reserved. An incoming chat notification appears on the Agent Desk, with a button to Accept the request. The notification contains the name of the customer (if identified), or "Jane Doe".


Accept a Conversation

Conversation History

The Conversation History enables the agent to provide the record of all the conversations exchanged with the active customer. Each conversation carries activities exchanged over the conversation. These activities include:

  • Chat messages sent over the conversation (customer/ whisper messages),

When the agent accepts the chat request from customer, he will land into chat screen where he can interact with the customer and can see the previous chats too.


Conversation History

Load More

  • By default, the past conversations are hidden behind a Load More button. If the agent has permission to load the history, can click this button to load the past conversations of the customer. To know about the latest query, go to the bottom of the conversation by clicking on Jump to bottom


Load the History

New Message

  • Upon receiving a new message while reading the previous history on the top, the agent will see the New Message button popping up. Click on that to read the newly received message.


New Message

Current Channel and Customer Profile

  • Upon accepting the requests, agents see the Customer Profile data and Media Channel details of the customer on the right under the relevant panes. The CRM profile of the customer is popped up in the background (CRM) as described in the Screen pop section .


Current Channel and Customer Profile

End Conversation

Based on agent permissions, an agent may leave an ongoing conversation even if a customer is present in the conversation.

  • If the agent leaves a conversation while the customer is still present on any of the customer channels, the conversation remains active but the agent task is closed.

  • If the agent leaves a conversation when the customer has left, the conversation is usually closed.

Click the 'cross' icon to leave the conversation. Upon clicking this icon.


End Conversation

Apply Wrap-up and Add Notes

A wrap-up is a concluding note added to the conversation that helps the business to know what the conversation was about. Expertflow CX agents can provide wrap-ups to conversations that they handle, during or after the conversation.

Apply Wrap-up

  • Agents can Apply wrap-ups to a conversation by clicking the notes icon on the control toolbar. A wrap-up dialogue box will appear where wrap-up categories and reasons are listed as defined by the system administrator. The agent will choose a category and a reason that best matches the conversation with the customer.


Wrap-up and Notes

Add Notes

  • After applying wrap-ups, agents add notes to summarize what the conversation was all about. The wrap-up and notes in the conversation are available as independent activities in the Conversation view.

Wrap-up Timer

A wrap-up feature is already there in the application but it is not time-framed

CX now introduces a wrap-up timer as an important metric to measure the agent’s productivity. This feature limits the agent to wrap up the conversation within the configured time. The system shows a timer to the agent to wrap up the current conversation within the configured time.

  • The wrap up time is configurable. By default, it is set to 60 seconds.

  • The admins can define Wrap-up reasons as defined in the unified admin


Wrap-up Timer


Whenever a conversation is closed from either side, a wrap-up window pops up. The wrap-up timer can be seen on the right-hand side. Pre-defined wrap-up reasons are displayed here. The agent can choose any suitable reason fit to the conversation and add notes as adding a note is optional.

If the agent leaves without adding the wrap-up, the timer will disappear/expire, the conversation will be automatically closed without any Wrap-up reasons as it is still optional.

Chat Switching

  • An agent can accept more than one conversation requests at a time. It means he can handle multiple conversation and can switch between different conversation by clicking on left under the relative panel.

  • In case of multiple conversations, when an agent switches to another conversation the customer profile in the CRM is also switched to the active conversation.

Chat Switch.jpg

Chat Switching

CTI Call Controls

Provides a CTI toolbar for the agent to perform multiple functions to handle the customer calls.

Inbound Call notification

  • Once an agent receives a new request, an incoming call notification appears on the Agent Desk, with a button to Accept the request. The notification contains the number of the customer.


Call Controls

On accepting a call, the CTI toolbar appears with the following controls:

  1. Drag

  2. Mute/Unmute

  3. Hold/Resume

  4. End Call


As the agent accepts the call, the CTI toolbar pops up anywhere on the screen. On clicking this drag option, this toolbar can be moved any where on the screen.


The Mute/Unmute button on the toolbar enables the agent to mute or unmute if and when required.

Call Hold/Resume

The agent can hold the call by clicking on the Hold button on being active on a call with the customer or with any other agent in case of transfer.

In the same way, the agent can resume the call by clicking on the Resume button as soon as becomes available again.

End Call

The agent can end the call using this toolbar by clicking on the End Call button. This will end the call leg between the agent and the customer.


Call controls apperance

Outbound Call

  • The agent can make an inbound call by clicking on dial pad on the dashboard.


Outbound call

Screen Pop

When a call or chat arrives on the logged-in agent, Account/Contact/Lead is popped up according to the caller number and information stored in Salesforce.

  1. If one record is matched, then that record will automatically pop up.

  2. If there is more than one matching record, then agent can choose any record of his own choice.

  3. If there is no match, a Contact will be saved with the name set to ‘Anonymous’, and the number set to the caller number. (By default for the No-Match case we create the Contact, however this is a configurable option and the user can change it as per his requirement).

Screen Popup.jpg

CRM Screen Pop

Call Activity

A call activity is created at the end of the call for all call type except consulting calls. It contains information such as

  • Assigned To

  • Related To

  • Subject

  • wrap-up reason,

  • duration of the call

  • call type

  • Call Result

  • comments.

The comments field displays the call type for the call and Wrap-up notes.

The task name is created as a combination of different attributes that are agent username, call id, and the current time.

Call activities can be seen from the ‘Tasks’ tab at the top, it will show the activities in descending order i.e. latest activity will be at the top.  In the case of single matching or no matching record, it will be created automatically.

  • Call activity will not be created if there are multiple matching records on salesforce window and the user didn’t select any record.

  • Wrap-up reason and call notes will not be reflected in the call activity right now.


Call Activity

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